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 What Insights Are You Craving?

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Entering CF Insights Data
Entering CF Insights Data
Creating Peer Groups and Benchmarking Reports
Creating Peer Groups and Benchmarking Reports
Benefits
Benefits
CF Insights Members The Field
Services Expert Guidance and Analysis Checked
Peer Learning and Connections Checked
Technical Assistance
with Tools
Checked
Consulting and Project Support Checked Checked
Tools Benchmarking and Custom Reports Checked with Annotation
Dashboard for Board Presentations Checked
Activity-Based Costing Analysis Model Checked Checked
Economic Scenario Planning Model Checked Checked
Interactive Strategy Model Checked Checked
Knowledge Member Research Briefs Checked
Trend Analysis and Rankings Checked Checked
Reports on Key Issues and Ideas Checked Checked

* Columbus Survey Participants have on-demand access to a select subset of
benchmarking reports

Data We Collect
Data We Collect

Data Collected by CF Insights

All data collected by CF Insights is available to members as criteria with which to build peer groups and as the basis for over 60 on-demand reports.

Foundation Basics:

  • Fiscal Year End Date
  • Year Foundation Created
  • Staffing by Function
  • Strategic Operating Priorities
  • Affiliations with Other Foundations
  • Software Type Used
  • Engagement in the Following Areas:
    • Community Leadership
    • Fiscal Sponsorship/Fundraising
    • Fundraising for Operations
    • Nonprofit Resource Center
    • Services to Private Foundations
    • Special Initiatives

Geographic:

  • Urban vs. Rural
  • Population of Area Served
  • Geographic Area Served
  • State
  • Region

Assets and Funds:

  • Total Assets
  • Total Assets by Product Type
  • Total Number of Foundation Funds
  • Total Number of DAFs
  • Total Number of Funds Held at SOs
  • Total Number of SOs
  • Operating Endowment and Reserves

 

Expenses:

  • Total Operating Expenses
  • Special Initiative Operations Expenses
  • Operating Expenses as Percent of Assets

Contributions:

  • Total Foundation Contributions - $ and #
  • Total Contributions to DAFs - $ and #
  • Total Contributions to SOs - $ and #

Grants:

  • Total Foundation Grants - $ and #
  • Total Grants from DAFs - $ and #
  • Total Grants from SOs - $ and #

Activity-Based Costing Results:

  • Contributions/Subsidies by Product - $
  • Total Cost by Product - $
  • Total Cost by Activity Type - $

Administrative Fee Schedules:

CF Insights collects the following fee information by specific product and fund type.

  • Total Fees
  • Minimum Fees
  • Minimum Fund Balance

Investment Data from the Colonial Consulting/FAOG Investment Survey:

Colonial Consulting and FAOG provide CF Insights with the results of their annual and quarterly investment surveys.

  • Annualized Returns
  • Overall Allocation
  • Equity Allocation
  • Fixed Income Allocation
  • Alternate Allocation

Contact info@cfinsights.org for more information.

Member Research

10 Year Growth Analysis: Comparing Gifts, Grantmaking, and Investment Performance Relative to Peers
Custom analysis drawing from Columbus Survey, COF Survey, and CF Insights data explores trends for individual community foundations compared to a selected set of peers. 
Read More »

Donor Advised Funds: A Closer Look at the Reality Today
Analysis focused on the economics and growth and giving patterns for DAFs across the community foundation field.
Read More »

Survey Results: The Operation of Women's Funds at Community Foundations
This short, eight-question survey collected information about fees pricing, revenue sources, and the proportion of related responsibilities owned by volunteers and community foundation staff.
Read More »

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